Senior Fiduciary Officer

1 week ago

Wausau, United States ASSOCIATED BANK NA Full time

JOB REQUIREMENTS: At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. We invite you to view the opportunity below. As a Senior Fiduciary Advisor, you will manage and administer assigned Personal Trust accounts and other Trust Department accounts. This role focuses on retaining and growing relationships with high-net-worth clients, driving asset growth, and identifying new revenue opportunities. You\'ll provide expert wealth planning solutions while ensuring compliance with internal policies and regulatory requirements. This person will also be responsible for: Client Consultation: Use strong listening and consulting skills to advise clients on financial planning areas, including estate planning, retirement, investments, and charitable planning. Account Administration: Manage client accounts by processing requests, scheduling appointments, reviewing legal documents, and coordinating investment cash flow with the investment officer. Compliance & Risk Management: Stay up to date on legal, regulatory, and tax changes, ensuring all activities comply with internal policies and external regulations. Cross-Selling Opportunities: Profile existing clients for additional financial services, collaborating with internal partners to meet client needs. New Business Development: Independently or collaboratively create proposals to generate new business, while expanding internal and external referral sources. Leadership & Development: Potentially oversee Administrative Assistants or Officers to ensure top-notch customer service and compliance with procedures. Community Involvement: Actively participate in community events to enhance the bank\'s image and establish a professional network. Review the qualifications listed below: Education Bachelor\'s Degree or equivalent combination of education and experience in Accounting, Finance, Business, or other related discipline. Required Experience 7-10 years Personal trust relationship management or related financial services. Relationship management retention and sales and client management success. Required 7-10 years Knowledge of other bank business line product and success in identifying client needs and making... For full info follow application link. The employment policy of Associated Banc-Corp, and its subsidiaries and affiliates (\"Associated\") provides equal opportunity to all persons. We support a diverse and inclusive work environment where colleagues are respected, treated fairly, and given equal opportunities to perform to their fullest potential. We believe it is only with a diverse and inclusive workplace that the organization can truly perform at its best, carry out its vision, and make a difference for the communities we serve. ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/43A6C8B0BD684205

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